David
Vega
Assetmark, Inc
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About this Advisor
David Vega is a financial advisor based in Phoenix, Arizona, working with Assetmark, Inc. David has previously held positions at Charles Schwab & Co., Inc, Assetmark Brokerage, LLC, and Assetmark Financial Holdings, Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, David is part of Assetmark, Inc, which operates out of Phoenix, Arizona. The firm has 4 offices and 709 employees. The firm manages assets totaling $65.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$65,618,270,379
709
374,574
$175,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
David Vega Work History
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of David Vega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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